Form D · Investing

Terrazzo Investments LLC

Overland Park, KS · CIK 0001453069

Offering snapshot reported Jan 5, 2009 · SEC filing

Reported sold
$1.04M
Offering amount: $1.4M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 5, 2009Initial$1,040,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-125559

Source: Form D, filed Jan 5, 2009. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

TERRAZZO INVESTMENTS, LLC

Investment adviser: ASPEN WEALTH MANAGEMENT, INC.

Gross asset value
$1.32M
Beneficial owners
3
ADV minimum commitment
$25K

Reported in Form ADV on Jan 2, 2015. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor GOTTLIEB & FLEKIER & CO P.A. OVERLAND PARK, Kansas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 863084 · Jan 2, 2015 · Schedule D 7.B.(1), fund 805-3577393458

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Trevor Kyle Holsinger Executive
Stephen James Small Executive

Issuer details

Industry: Investing (See others in industry)

Address:
7300 College Blvd Suite 306
Overland Park, KS, 66210